Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Alta Fox Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2022, the filing reported:
Increases - Alphabet Inc., IDT Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2022
|
AMZN
Amazon.com, Inc.
|
Sell |
-900
|
|
Q1 2022
|
ERJ
Embraer S.A.
|
Sell - Position Exit |
-460,502
|
|
Q1 2022
|
FNKO
Funko, Inc.
|
Buy - Position Entry |
+610,000
|
|
Q1 2022
|
GOOGL
Alphabet Inc.
|
Buy |
+1,000
|
|
Q1 2022
|
HAS
Hasbro, Inc.
|
Buy - Position Entry |
+3,612,133
|
|
Q1 2022
|
IDT
IDT Corporation
|
Buy |
+52,913
|
|
Q1 2022
|
JYNT
The Joint Corp.
|
Buy - Position Entry |
+100,000
|
|
Q1 2022
|
KNX
Knight-Swift Transportation Hol
|
Sell - Position Exit |
-79,556
|
|
Q1 2022
|
MODG
Topgolf Callaway Brands Corp.
|
Sell |
-294,188
|
|
Q1 2022
|
RDVT
Red Violet, Inc.
|
Sell - Position Exit |
-245,207
|
|
Q1 2022
|
SLVM
Sylvamo Corporation
|
Sell - Position Exit |
-300,000
|
|
Q1 2022
|
XPEL
XPEL, Inc.
|
Sell |
-21,821
|
|
Q1 2022
|
XPOF
Xponential Fitness, Inc.
|
Sell - Position Exit |
-124,522
|